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Jan 9, 2013 4:00pm EST
've had a 16% run in the u.s. equity market and i don't feel like anybody celebrate that had at all. professional investors have gotten more bullish and individual investors still remain sidelined. lots of cash sitting out there. we know there's issues at hand and know the fiscal cliff is coming down the pike but more importantly the global growth story still remains intact. it is going to have a fair amount of bumps but through the bumps we're looking at using those types of opportunities to add risk assets to client portfolios. >> absolutely our share of issues. talk about this in my observation at the end of the show. rick, a lot of optimism about the direction of this market. you just can't fight the fed. where do you think interest rates are going to do, and that's going to dictate where you want to put your money because we're talking about zero returns elsewhere. >> yeah, i'll tell you what. here's the way i look at it. i think that we're going to have a giant hiccup in the form of activity slowing due to some of the things embedded in the grand bargain at the end of the year
Jan 11, 2013 4:00pm EST
that we need is we don't need the government in there trying to kill sentiment. we -- we absolutely need sending cuts. i saw you almost fell out of your chair when one of the previous guests said we don't have a spending problem in this country. we certainly need to get more fiscal restraint, but we cannot have the government holding sentiment hostage, and that really is an incredibly negative force that cannot happen this year if we're looking to have the market move forward. >> dan, let me bring you into the conversation here, the chief executive officer here. how are you allocating capital? >> doing it stock by stock. we think the market is on pretty stable ground right here, though when seagulls get together it's called a flock but when bad boons get together it's called a bad congress so that's something to worry about when you get closer to the next phase of the fiscal cliff discussion and global pmis are improving, stay pro cyclical, the again see and wyoming railroad continues to do well, tick symbol qgr, manitr oy s, maker of cranes, both stocks well-positioned this year. >> ben
Jan 10, 2013 4:00pm EST
to the races. >> i think you missed some of the movement. valuations ultimately matter. i don't think you're looking at a stretch market, and i think it comes back more into a securities selection. valuations ultimately matter so look at those areas pulled become a little bit and use those dips to your advantage. i think asia is going to provide some upward draft to the markets. i think emerging markets, brazil and india will begin to stabilize but even in areas like europe north of the alps obviously you've got really global franchises selling at a discount, can you add to what we're looking at as a grinding global global recovery but it is a recovery. >> what are the sectors you want to own in 2013? >> right now a lot of dust has been cleared away from health care so the winners and losers are much easier to pick regardless of your politics on obama care. looking at energy very selectively and looking in cyclicals and some areas of consumer discretionaries. there may not be as much pop off the bet there but looking at global credit markets as well, adding to that yield advantage that ma
Jan 7, 2013 4:00pm EST
-- you know, i really don't know. i don't know if there's a sector a will really outperform. if we're going to rely on alcoa tomorrow, i'm not sure that's getting us going. >> there you go. maria carries on with the "closing bell." >>> and it is 4:00 on wall street. do you know where your money is? hi, everybody. welcome back to the "closing bell." i'm maria bartiromo. market closes lower after the s&p 500 closes at a five-year high on friday. bit of a downer today. take a look at how we're finishing on wall street. dow down about 51 points. absence of buyers not necessarily selling going on today. s&p 500 gave up about 4 points. also off the worst levels of the afternoon. and the nasdaq composite down about three points. really flat on the day for the s&p and the nasdaq. the bulls took a back seat today with the s&p retreating from the five-year high. so was it a slip blip in the rally? we bring in now jeff acorzanik, ron asana. good to see you. peter, let me kick this off with you. what did you see today in terms of flow? >> in flow? >> yeah. where'd the money move? >> the money
Jan 8, 2013 4:00pm EST
, is that congress and the white house won't reach an agreement before they absolutely have to, and don't rule out possibility that the white house could yet invoke constitutional authority to unilaterally raise that debt limit if congress is not willing to play ball with them. >> we'll be wag. thanks very much. how far can washington push this debt ceiling fight before damage is done to the economy? an economist with ftn financial joins us and steve liesman, our senior economics reporter. you worried, what are you thinking here? >> you know the problem is we're already starting to see the consequences and specifically we saw that in the quarters leading up to the fiscal cliff discussion, and really this is just another reminder, another round reminding the american people and the world just how much of an imbalance this u.s. u.s. economy has become with out-of-control government spending and removing any incentive for businesses to invest in the u.s. economy. these are different conversations. when we talk about the government shutdown as a result of breaching the cliff, this is on obligations al
Search Results 0 to 4 of about 5